Account Type***** ***Account Owner***** ******Account Opps/Deals******** ***Closed Won • Jan 25****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
CressetRegional Managing DirectorFeb 25 - PresentJ P MorganTransition Advisory Role, JP Morgan AdvisorsJul 23- Feb 25First RepublicSVP, Head of Product, Private Wealth ManagementJan 07- Feb 25
Mariah J S SloanDirector Field OperationsView Profile, Mariah J S SloanJoel WardDirector Of OperationsView Profile, Joel WardMatt SorensonSr Managing DirectorView Profile, Matt Sorenson